Senior Wealth Planning Manager — Hybrid & Client Growth

300005 Chief Executive's Office_00002555; Singapore; Hybrid; SGD 100,000 - 125,000; Full time

Job summary

A prominent financial institution in Singapore is seeking a Wealth Planning Manager. This role involves providing tailored financial advice and building long-term relationships with clients. The ideal candidate should possess a Bachelor's degree or diploma and demonstrate excellent communication and interpersonal skills. Flexibility in scheduling is required, including weekends. Attractive remuneration and a comprehensive benefits package are offered, alongside structured training for career development.

Benefits

Attractive remuneration

Comprehensive benefits package

Structured training

Qualifications

• Bachelor's degree from a recognized university or diploma from a local polytechnic.
• Interest in financial planning or wealth management.
• Enjoy interacting with clients and possess good communication skills.

Responsibilities

• Provide tailored financial advice to clients.
• Build long-term relationships with customers.
• Meet personal goals and targets.

Skills

Financial advisory

Communication skills

Interpersonal skills

Education

Bachelor's degree or diploma

Job description

A prominent financial institution in Singapore is seeking a Wealth Planning Manager. This role involves providing tailored financial advice and building long-term relationships with clients. The ideal candidate should possess a Bachelor's degree or diploma and demonstrate excellent communication and interpersonal skills. Flexibility in scheduling is required, including weekends. Attractive remuneration and a comprehensive benefits package are offered, alongside structured training for career development.